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Version: 8.2

Delegate permissions

The functionality of delegating permissions enables granting all access permissions of a user to another user for a limited time. This is useful when, for example, an employee is out of the office or otherwise unavailable and someone should take over their duties. You can delegate permissions of individual users or roles to any number of other users or roles.

To delegate permissions, a user must have access to the "Manage user list" (CanManageUsers) and "Change delegated permissions" (CanChangeAdminUnitGrantedRight) system operations.

Delegate permissions of a user to other users and roles​

To delegate user permissions to another employee or employee group:

  1. Click btn_system_designer.png → System users.

  2. Open the user page, whose permissions you want to delegate.

  3. Click Rights delegation → Delegate permissions.

  4. In the opened window, select the user or employee group that will receive the delegated permissions, e.g., the "Accounting department" organizational role.

  5. Click Select. Click Close on the user page.

  6. Click Actions → Update roles to apply the changes.

    As a result, the users and roles who received the permissions will be displayed in the Who receives permissions column, and the user/role, whose permissions were delegated, will be displayed in the Who grants permissions column on the Access rights delegation detail (Fig. 1).

    Fig. 1 Delegating permissions of a user to another user/employee group
    Fig. 1 Delegating permissions of a user to another user/employee group

Delegate permissions of other users and roles to a user​

To delegate permissions of other users and roles to a user:

  1. Click btn_system_designer00001.png → System users.

  2. Open the page of a user, who will receive the delegated permissions.

  3. Click Rights delegation → Get permissions.

  4. In the opened window, select the user or role whose permissions must be delegated to the current user, e.g., the "Accounting department" organizational role.

  5. Click Select. Click Close on the user page.

  6. Click Actions → Update roles to apply the changes.

    As a result, the user who received the permissions will be displayed in the Who receives permissions column, and the user/role, whose permissions were delegated, will be displayed in the Who grants permissions column on the Access rights delegation detail (Fig. 1).

    Fig. 1 Delegating permissions of an alternative user/employee group to the current user
    Fig. 1 Delegating permissions of an alternative user/employee group to the current user

Remove the delegated user permissions​

  1. Click btn_system_designer00002.png → System users.

  2. Open the page of the user, whose delegated permissions you want to remove.

  3. Open the Rights delegation tab, click the record you want to delete.

  4. Click btn_marketing_plans_detail_menu.png → "Delete" (Fig. 1). Close the user page.

  5. Click Actions → Update roles to apply the changes.

    Fig. 1 Removing the delegated permissions
    Fig. 1 Removing the delegated permissions

As a result, the delegated permissions will be deleted. The user will only have the initially assigned permissions.

See also​

Issue a license to a user

Change the "system" user (Supervisor)